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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,141 | $45,343-57.8% | $150,298-87.3% | $67,986-71.8% |
| Participation rate | 30.9% | 51.9%-20.9pp | 77.8%-46.8pp | 57.2%-26.3pp |
| Annual return | 25.90% | 33.28%-7.4pp | 62.79%-36.9pp | 31.67%-5.8pp |
| Employer contribution / active EE | $122 | $1,462-91.7% | $4,154-97.1% | $2,019-94.0% |
| Participant deferral / active EE | $1,587 | $2,055-22.8% | $5,453-70.9% | $3,358-52.7% |
| Admin fee / account holder | $1,756 | $2,250-22.0% | $14,116-87.6% | $3,203-45.2% |